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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

The COVID 19 crisis: Retirement plan sponsor, employee considerations

INSIGHT ARTICLE

The COVID 19 crisis: Retirement plan sponsor, employee considerations

Job losses and hardships have some investors tapping into employer-sponsored retirement savings. Learn what questions you may face.

  • Joe Mattia, Carl Valerius
  • |
  • April 02, 2020
Implications for retirement plans from COVID-19

TAX ALERT

Implications for retirement plans from COVID-19

Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.

  • Joni Andrioff, Bill O’Malley
  • |
  • March 31, 2020
Retirement Report: Second Quarter 2020

INSIGHT ARTICLE

Retirement Report: Second Quarter 2020

In this issue of Retirement Report we discuss several areas that influence plan sponsors and fiduciaries of defined contribution plans.

  • March 31, 2020
IRS extends important 403(b) retirement plan document deadline

TAX ALERT

IRS extends important 403(b) retirement plan document deadline

Because of COVID-19 concerns, the IRS is extending pending deadlines for employers to adopt updated 403(b) retirement plan documents.

  • Bill O’Malley
  • |
  • March 31, 2020
Employer sponsored retirement plans: Key differences

INSIGHT ARTICLE

Employer sponsored retirement plans: Key differences

Determining what type of retirement plan to offer employees can be complicated and expensive. Learn what to consider when selecting a plan.

  • Mary Chiodo, Jason Linder
  • |
  • February 26, 2020
Retirement Report: First Quarter 2020

INSIGHT ARTICLE

Retirement Report: First Quarter 2020

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.

  • January 21, 2020
SECURE Act impacts employer plans

TAX ALERT

SECURE Act impacts employer plans

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

  • Joni Andrioff, Katie Beaver
  • |
  • December 20, 2019
The SECURE Act - Planning implications for high net worth individuals

TAX ALERT

The SECURE Act - Planning implications for high net worth individuals

The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now

  • Charlie Ratner, Carol Warley, Rebecca Warren
  • |
  • December 20, 2019
Deadline set for 401(k) plan amendments due to new hardship rules

TAX ALERT

Deadline set for 401(k) plan amendments due to new hardship rules

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

  • Joni Andrioff, Bill O’Malley, Katie Beaver
  • |
  • December 13, 2019
IRS issues guidance on tax-exempt entities funding employee benefits

TAX ALERT

IRS issues guidance on tax-exempt entities funding employee benefits

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

  • Jill Harris, Bill O’Malley
  • |
  • December 10, 2019